DISCIPLINED GROWTH INVESTORS INC /MN Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$5.2B
Holdings
61
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PSTGPURE STORAGE INC CL A | 4,897,406 | $328.2M | 6.28% | |
| 2 | GRMNGARMIN LTD SHS | 1,399,515 | $283.9M | 5.43% | |
| 3 | SMCISUPER MICRO COMPUTER INC COM N | 9,637,492 | $282.1M | 5.40% | |
| 4 | EXEEXPAND ENERGY CORPORATION COM | 2,549,879 | $281.4M | 5.39% | |
| 5 | ANETARISTA NETWORKS INC COM SHS | 1,948,824 | $255.4M | 4.89% | |
| 6 | PLXSPLEXUS CORP COM | 1,590,840 | $233.9M | 4.48% | |
| 7 | SMTCSEMTECH CORP COM | 2,801,291 | $206.4M | 3.95% | |
| 8 | VSATVIASAT INC COM | 5,925,770 | $204.2M | 3.91% | |
| 9 | IDIINTERDIGITAL INC COM | 609,153 | $193.9M | 3.71% | |
| 10 | CTRACOTERRA ENERGY INC COM | 6,777,536 | $178.4M | 3.41% | |
| 11 | ALRMALARM COM HLDGS INC COM | 3,417,517 | $174.4M | 3.34% | |
| 12 | CGNXCOGNEX CORP COM | 4,655,358 | $167.5M | 3.21% | |
| 13 | AKAMAKAMAI TECHNOLOGIES COM | 1,774,883 | $154.9M | 2.96% | |
| 14 | PRLBPROTO LABS INC COM | 2,673,729 | $135.3M | 2.59% | |
| 15 | AFWALIGN TECHNOLOGY INC | 820,935 | $128.2M | 2.45% | |
| 16 | MCHPMICROCHIP TECHNOLOGY INC. COM | 1,785,355 | $113.8M | 2.18% | |
| 17 | SNASNAP ON INC COM | 327,754 | $112.9M | 2.16% | |
| 18 | ZETAZETA GLOBAL HOLDINGS CORP CL A | 5,500,408 | $111.9M | 2.14% | |
| 19 | GNTXGENTEX CORP COM | 4,803,223 | $111.8M | 2.14% | |
| 20 | SFIXSTITCH FIX INC COM CL A | 19,477,691 | $102.3M | 1.96% | |
| 21 | ADSKAUTODESK INC COM | 321,967 | $95.3M | 1.82% | |
| 22 | ITGARTNER INC COM | 357,160 | $90.1M | 1.72% | |
| 23 | FUODOLBY LABORATORIES INC COM CL | 1,342,492 | $86.2M | 1.65% | |
| 24 | GNRCGENERAC HLDGS INC COM | 627,776 | $85.6M | 1.64% | |
| 25 | CLBCORE LABORATORIES INC | 5,166,914 | $82.8M | 1.59% | |
| 26 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 306,935 | $78.6M | 1.50% | |
| 27 | SPSCSPS COMM INC COM | 844,613 | $75.3M | 1.44% | |
| 28 | PWIPOWER INTEGRATIONS INC COM | 2,001,698 | $71.1M | 1.36% | |
| 29 | FNDFLOOR & DECOR HLDGS INC CL A | 1,146,738 | $69.8M | 1.34% | |
| 30 | CELHCELSIUS HLDGS INC COM NEW | 1,525,147 | $69.8M | 1.34% | |
| 31 | ISRGINTUITIVE SURGICAL INC | 110,426 | $62.5M | 1.20% | |
| 32 | INTUINTUIT COM | 89,795 | $59.5M | 1.14% | |
| 33 | SNSHARKNINJA INC COM SHS | 455,597 | $51.0M | 0.98% | |
| 34 | KRNTKORNIT DIGITAL LTD SHS | 3,034,591 | $43.6M | 0.84% | |
| 35 | DVDOUBLEVERIFY HLDGS INC COM | 3,738,393 | $42.8M | 0.82% | |
| 36 | AIOTPOWERFLEET INC | 7,918,934 | $42.1M | 0.81% | |
| 37 | SSDSIMPSON MFG INC COM | 260,230 | $42.0M | 0.80% | |
| 38 | IPGPIPG PHOTONICS CORP COM | 566,734 | $40.6M | 0.78% | |
| 39 | TREXTREX CO INC COM | 1,007,236 | $35.3M | 0.68% | |
| 40 | LGIHLGI HOMES INC COM | 711,214 | $30.6M | 0.58% | |
| 41 | GGGGRACO INC COM | 358,412 | $29.4M | 0.56% | |
| 42 | ZIPZIPRECRUITER INC CL A | 6,371,139 | $24.8M | 0.48% | |
| 43 | GEOSGEOSPACE TECHNOLOGIES CORP COM | 1,131,568 | $19.1M | 0.37% | |
| 44 | WEAVWEAVE COMMUNICATIONS INC COM | 2,311,343 | $17.5M | 0.34% | |
| 45 | PAYXPAYCHEX INC COM | 153,351 | $17.2M | 0.33% | |
| 46 | PGNYPROGYNY INC COM | 622,433 | $16.0M | 0.31% | |
| 47 | CEVACEVA INC COM | 607,748 | $13.1M | 0.25% | |
| 48 | MNDYMONDAY LTD | 72,949 | $10.8M | 0.21% | |
| 49 | MDXGMIMEDX GROUP INC COM | 1,482,894 | $10.0M | 0.19% | |
| 50 | EGANEGAIN CORP COM NEW | 935,270 | $9.6M | 0.18% | |
| 51 | MLKNMILLERKNOLL INC COM | 515,994 | $9.4M | 0.18% | |
| 52 | AXGNAXOGEN INC COM | 201,876 | $6.6M | 0.13% | |
| 53 | MTLSMATERIALISE NV SPONSORED ADS | 1,173,846 | $6.5M | 0.12% | |
| 54 | YETIYETI HLDGS INC COM | 132,697 | $5.9M | 0.11% | |
| 55 | GLOBGLOBANT SA | 84,095 | $5.5M | 0.11% | |
| 56 | INMDINMODE LTD SHS | 282,869 | $4.2M | 0.08% | |
| 57 | SSTISOUNDTHINKING INC COM | 195,941 | $1.6M | 0.03% | |
| 58 | SRISTONERIDGE INC COM | 204,019 | $1.2M | 0.02% | |
| 59 | AAPLAPPLE INC COM | 1,535 | $417K | 0.01% | |
| 60 | MSFTMICROSOFT CORP COM | 672 | $324K | 0.01% | |
| 61 | AVGOBROADCOM INC COM | 893 | $309K | 0.01% |